The Moat Index
Compare moats, side by side.
Two to four companies, scored on the same four filters from their SEC filings — so the comparison is apples to apples. The method is fully public.
| Measure | MSN | NOV | OUST | TWIN |
|---|---|---|---|---|
| Moat Score (0–100) | 25 (highest) | 25 (highest) | 25 (highest) | 25 (highest) |
| Pricing power | 4 | 1 | 18 | 40 (highest) |
| Returns on capital | 0 | 7 (highest) | 0 | 0 |
| Balance-sheet safety | 55 | 61 (highest) | 55 | 42 |
| Capital discipline | 64 (highest) | 53 | 44 | 24 |
| Margin of safety | No price data | 162% above value | No price data | 143% above value (highest margin of safety) |
| Market cap | $8.3M | $7.0B | $2.3B | $319.7M |
| Moat tier | No moat | No moat | No moat | No moat |
| Filings as of | FY2026 | FY2025 | FY2025 | FY2025 |